Financial advice

Hands up: who’s ready for Consumer Duty?

Consumer duty is edging closer. Do you feel ready to operate within the new framework?

Guest contributor  |  6 min read
06 June 2023

Iress Industry Voice

The state of the Equity Release Market

Pure Retirements' Paul Carter discusses Housing Equity, Later Life Lending and why there is reason for cautious optimism

Paul Carter  |  4 min read
15 May 2023


Not on the high street

Warren O'Connell looks at how aggregators and brokers can make their customers lives simpler, together.

Warren O'Connell  |  4 min read
02 May 2023

Financial advice

Bricking it - the truth about Consumer Duty and wealth management

Matt Lonsdale  |  8 min read
30 March 2023


I know what I like and I like what I know

Should we really be hanging on to the past? Warren O'Connell says that refusing to move with the times can cause avoidable damage to advisers' businesses

Warren O'Connell  |  5 min read
06 February 2023


Protection - Finally an essential spend?

Is protection now seen as something consumers need to have rather than just a "nice to have"?

Jacqui Durbin  |  4 min read
01 February 2023

Financial advice

100mph Tape

Are we all guilty of patching up small issues until they can't be ignored any longer?

Matt Lonsdale  |  5 min read
01 February 2023


Feeling the frustrations

Everyone's feeling the heat in the mortgage market, and broker satisfaction with lenders has fallen. Steve Carruthers investigates a possible solution.

Steve Carruthers  |  5 min read
27 January 2023

Financial advice

What every financial planner should automate in 2023

The financial advice workflows to automate for greater efficiency and reduced costs.

Guest contributor  |  7 min read
24 January 2023